Total Return Calculator

Formula

To calculate the Total Return ($TR$):

\[ TR = (CV - OV) + E \]

Where:

$TR$ is the Total Return ($)
$CV$ is the Closing Value ($)
$OV$ is the Opening Value ($)
$E$ is the Earnings from the investment ($)

Total Return Definition

A total return is defined as the absolute value generated from an investment over time. It includes both the capital appreciation (or depreciation) and any income generated from the investment.

Example Calculation 1

Let's assume the following values:

Closing Value ($CV$) = $1500
Opening Value ($OV$) = $1000
Earnings ($E$) = $200

Using the formula:

\[ TR = (1500 - 1000) + 200 = 700 \]

The Total Return is $700.

Example Calculation 2

Let's assume the following values:

Closing Value ($CV$) = $2500
Opening Value ($OV$) = $2000
Earnings ($E$) = $300

Using the formula:

\[ TR = (2500 - 2000) + 300 = 800 \]

The Total Return is $800.